If the recent tax proposals were to pass, how would it affect your financial plan? Some things we may want to look out for include changes in capital gains and Roth conversions. Phil talks about who could be most impacted if these proposals became a reality. 
 
Read and get additional financial information: https://philstaxhacks.com/podcast/ep-103-what-do-you-need-to-know-about-the-recent-tax-proposal/
 
What we discuss today: 






 

Let’s talk about tax proposals in Congress.

Numbers seem to be going back to Obama-era taxes.

What are the possible changes for capital gains?

Ep 104: Can You Put Off These Financial Decisions?

Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!